David James Wealth
Financial Services - N/A, N/A, UK
David James Wealth Employees
David James Wealth Senior Management
David James Wealth Details
David James Wealth Ltd are an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Our main area of focus is reviewing old pension and investment plans to ensure they are in the most cost and tax effective wrapper (pension, ISA etc.) and that the investments within, hold the appropriate level of risk based on our client's tolerance and timeframe. The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.We build strong and long-lasting relationships with our clients by providing ongoing advice, to ensure their portfolios and investments remain relevant and competitive. We also offer mortgage and protection advice.Your home may be repossessed if you do not keep up repayments on your mortgage.
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